| Date |
Version |
Feature |
Description |
| Mar-10 |
2010.0.4
b4 |
SQL Express 2005 64 bit |
SQL Server Express now also available in 64 bit. |
| Feb-10 |
b3 |
Integrated with Online store |
Completely new redesign of our online store - and integrated with our software to provide you with a hassle free process. |
| |
- |
Excel-style filtering of reports |
Advanced filtering for all reports. Checkbox selection of values desired. |
| |
- |
New Manual Matching Window |
Complete redesign of Manual Matching. Integration with Excel and other new features (opt for rounding records - force matching). |
| Dec-09 |
2010.0.2 |
Advanced Matching Window
Concurrent installations
Netbook support
Global access for Software Integration Kit (SIK)
Unimportable report
|
New manual matching
window enables advanced filtering, sorting, summing, printing
and exporting to Excel. Also - faster!!
For testing and migration purposes, run two different versions
on the same workstation.
Run on a NetBook at a resolution of 1024 x 600
Software Integration Kit (SIK) now with multi-account access.
Run advanced processes without the need for batch jobs. Directly
control automation from the user interface.
Track unimportable transactions not just from the import wizard,
but also access the same log the system uses.
|
| Oct-09 |
2009.1.6d |
Windows 7 Support
|
Full support for Microsoft
Windows 7.
Microsoft SQL Express 2005, now on Service Pack 3.
|
| Sep-09 |
2009.1.6c |
Quick Start tutorial page
Software Integration Kit (SIK)
'Push' integration with SQL Server
Excel 2 BAI
|
Includes embedded tutorial videos, quick tips
and shortcuts to main setup options.
SIK now spans across multiple accounts and includes the ability
to import ACH, ACH Return and BAI files. SIK also equipped to
handle nonstandard dates on a trigger by trigger basis.
In addition to 'Pass-Thru' files (Excel, csv, etc...), data
can now be placed directly within a secured SQL landing table
within Treasury Software.
Formerly only available as a custom add-on, Excel 2 BAI (BAI
file creator) is now available 'out-of-the-box'. |
| Jun-09 |
2009.1.5 |
Streamlined maintenance, new verification report |
New verification report - instantly review in-balance state.
Maintenance tab now product and platform sensitive. |
| Apr-09 |
2009.1.3 |
Report automation |
Added report automation to our Software Integration Kit (SIK).
|
| Feb-09 |
2009.1.1 |
Advanced Security
64-bit/SQL upgrades |
Enhanced both account level and User Level Access Control
(segregation of duties) security through added control points
and a new user-interface.
Cumulative core updates include 64-bit Vista and SQL Server
2008 compatibility. |
| Nov-08 |
10.12.4 |
Quick Find |
Provides an interface to specify search parameters (Origin,
Date, Amount, Check, Name, Matching Field) to instantly pinpoint
records in databases. |
| |
|
|
|
| Aug-08 |
10.12.1 |
Automated Transaction Matching (ATM) |
Expansion of stored procedures to increase the
speed of the Automated Matching routines and Bank Reconciliation
Statement. |
| |
|
Reporting Update |
Added Stored Procedures to improve performance of reports
|
| |
|
International Reporting |
User enabled switching for UK date formats |
| |
|
|
|
| Jul-08 |
10.11.9 |
Stay-In-Balance Introduction (a.k.a. 'Bank
Rec 2.0') |
Includes a series of wizards to help users get in balance
Enforcement of logic rules to help users Stay In Balance
Upgrade of the Reconciliation report - Bank
Reconciliation Statement.
|
| |
|
|
|
| May-08 |
10.11.8 |
Digital dashboard |
Redesigned homepage to increase usability.
Includes last files imported information and quick links to
commonly referenced help topics |
| |
|
|
New 'Welcome New Users' directs trial users to
applications and utilities, including BAI2Excel. |
| |
|
|
|
| Mar-08 |
10.11.3 |
Vista Update |
Redirected sample data files to the Vista appropriate
directories |
| |
|
|
|
| Feb-08 |
10.11.2 |
.NET Reporting |
New 'State of the Art' NET reporting grid:
-Search, filter and Outlook-style grouping
-Enhanced export to Excel and to csv capabilities
-Enables user defined layouts to be saved
-Date Specific Queries
Bank Reconciliation Statement (formerly Public Reporting)
now included in matching edition.
|
| |
|
Vista Update - SQL Server |
Full Vista compatibility with Microsoft SQL Server |
| |
|
|
|
| Nov-07 |
9.50.3 |
Custom Import Menus (R2) |
Added the ability to trigger Automated Transaction Matching
(ATM) routines after the automated import
Introduction of the command line interface
Full automation through the use of the command line with Microsoft
Windows Scheduled Tasks
|
| |
|
Revised Sample Data |
Updated Sample data sets to include QuickBooks
and other 'real-world' scenarios |
| |
|
|
|
| Oct-07 |
9.50.2 |
Automated Authentication |
Allows for automatic retrieval of Authentication
Code (firewall permitting) during registration process |
| |
|
License Deallocation |
Enables deallocation of license from an existing
workstation in order to release the license for migration to
a new workstation |
| |
|
|
|
| Aug-07 |
9.50.1 |
SQL Server Express 2005 |
Replaces MSDE for small group platform of Bank
Reconciliation |
| |
|
|
|
| Mar-07 |
9.49.9 |
Security upgrade for multi-user platforms |
Includes User Level Access Control and desktop
lockdown for Enterprise platform. |
| |
|
|
|
| Dec-06 |
9.49.6 |
Disaster Recovery Licensing |
Enables an existing user to install
the software and use their data on a new machine for 30 days
without a license |
| |
|
Vista compliant release |
Manifest and signed files included in Install
Shield for Vista compatibility |
| |
|
|
|
| Sep-06 |
9.49.3 |
Custom Import Menus - a.k.a. Software Integration
Kit (SIK) |
Import multiple files from a single directory
Append each file name with a date/time stamp (YYMMDD_HHMMSS),
Move each file to an archive directory,
Provide a Notepad summary report (receipt) of activity
|
| |
|
|
|
| Jan-06 |
9.48.6 |
Updated Licensing System |
New licensing system to streamline Authentication
Requests via email |
| |
|
|
|
| Pre 2006 |
|
|
Version history archived for releases before 2006 |
